Auto emailing prior to payment due date being due.

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Mike Carlisle

• 05 June 2024 12:05

This may already be available but I am yet to crack this but, it would be great if reminders could be sent at intervals prior to the payment due date once courses are in progress. 

 

This way we are able to ensure prompt payment of fees.

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  Brenden Carr

  • 06 June 2024 04:56

  Thank you Calvin and Tom for jumping in! Mike if you have any further questions please feel free to give the support team a call or start a chat.

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  Belinda Kemp

  • 05 June 2024 22:00

  I'm interested to hear the outcome of this as we are looking to move all our invoicing to aXcelerate.

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  Calvin Young

  • 05 June 2024 23:38

  This is possible through workflows. Here's a link to the help guide which includes a link to a how-to video https://support.axcelerate.com.au/hc/en-gb/articles/360000414915-Workflow-Automation#635578725

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  Permanently deleted user

  • 05 June 2024 23:47

  Hi Mike, further to Calvin's link, here is a more recent video: aXcelerate Webinar Series 001 - Workflow Automation (youtube.com)

  You're after Report Row Event (time stamp 28:03 in the video I've linked).

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  Belinda Kemp

  • 06 June 2024 05:12

  Thanks Calvin and Tom for the info :)

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